Latest signing for RPG Chartered Financial Planners

Former professional footballer, Jamie Reed, is kicking off the next stage of his financial planning career with RPG Chartered Financial Planners. 

Jamie Reed, whose professional football credentials include York City, Cambridge Utd Wrexham, and Chester and South Melbourne in Australia, has now signed up as a Financial Planner with RPG Chartered Financial Planners.

Jamie developed an interest in financial planning while based in Melbourne.  Following his return to the UK, Jamie has achieved a Diploma in Financial Advice and has 6 years of experience working in North Wales & Cheshire.

Jamie said:  “I am very happy to have joined the team at RPG Chartered Financial Planners.  From my first meeting with the directors, I realised that we have a similar approach towards building a relationship and trust with clients.  The most important thing for me is to be able to help and guide my clients through the many ups and downs that most of us will experience.”

Phill Owen, RPG Group Director commented:  “We are delighted to welcome Jamie to RPG as he will be a tremendous asset to our team.  It was clear to us from the outset that he will create an immediate rapport with our clients and be able to provide them with the technical support and advice that they need.”

Joining the RPG team of Chartered Financial Planners, Jamie will split his time between the RPG Group’s offices in Manchester and St Asaph, Denbighshire.

Phill Owen added, “Although Jamie will spend part of his week based at the RPG Chartered Accountants office in Manchester when it comes to the internal 5 a side team,  he will be definitely be playing for St Asaph!”

RPG Chartered Financial Planners are headquartered in St Asaph, Denbighshire, and provide professional independent financial planning advice to clients across the whole of the UK. They hold Corporate Chartered Status, Pension Transfer Gold Standard and feature regularly in the New Model Adviser Top 100.

RPG Chartered Accountants are based at the Deva City Office Park in Manchester. Royce Peeling Green was recently joined by Crawfords Chartered Accountants.  Since the beginning of March, 8 new people have been recruited into the RPG Group.






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    The majority of my time has been spent running a business and concentrating on making the correct day-to-day decisions; it was essential for me to gain advice and guidance. Phill and his team at RPG have been able to guide me and provide a balanced portfolio. Without turning to RPG, I would have been unable to arrange my long-term financial future. They have a vast amount of knowledge and have produced the results essential for when I decide to retire.

    John S, Shropshire


    Because our business was growing every year, we didn't really look at how the money we were making was put to best use. We needed some expert advice to lead us in the right direction. Anthony O'Connor has always been very helpful and approachable whilst dealing with our affairs. We are left to do what we do best: run a business. We would highly recommend anybody who is seeking financial advice to look at the services Anthony and his team can provide.”

    John and Carole, Cheshire

    Business owners

    We decided to use Phill Owen to help us with our financial planning as our savings, mortgage and life policies did not seem coordinated. Phill provided a clear plan for the future. He helped us organise our wills, inheritance matters and our future retirement. With our face-to-face catchups and regular emails or phone calls, Phill has always given us sound advice. This, in turn, has given us the peace of mind that our financial matters, now and in the future, are in good hands and in good order.

    Nick and Christine, Shropshire

    Retired Dairy Consultant and Retired NHS Therapist

    I started using RPG on the advice of my bank when I started my own limited company. They have guided me through potential pitfalls in such a friendly manner that, even though our relationship has always been professional, I still consider them as friends. This journey has gone through setting up my company, tax, VAT, insurance advice, setting up wills, buying a different house and ensuring my wife and sons are provided for, both now and in the future. It has been such an easy journey. I would have no hesitation in recommending them to anyone.

    John M, Manchester

    Aircraft Engineer

    My wife and I have been clients of Phill's for 25 years; 20 of which were with RPG Chartered Financial Planners. 17 years were prior to retirement and nine years have been post-retirement. Their involvement has been crucial to dissipate our financial and estate management concerns. RPG’s staff have been exemplary; always approachable and quick to respond. We have no reason to believe that this tremendous working relationship will not be as successful in the future as it has been in the past. We have no hesitation in recommending them.

    Paul and Pat S

    Retired Veterinary Surgeon and Retired College Lecturer

    I am a Chartered Structural Engineer and have very little knowledge, experience or understanding of financial affairs and investments. Approximately six years ago I started to think about early retirement. For the past six years RPG have provided excellent financial planning and tax-efficient advice in the form of a combination of pension and cash ISA investments, which have grown significantly to such an extent that early retirement is imminent.

    Pete, Manchester

    Chartered Engineer

    Early in 2000, we decided we needed financial advice. We contacted Phillip Owen, who created a financial planning strategy that addressed all our needs. We were impressed with his advice, and so a partnership began that has lasted. Original goals are still being met and often exceeded, and investments are successful. There is long-term financial planning in place, even for the youngest family members. I highly recommend Phill and his team.

    Mike, Westminster

    Retired Teacher and Volunteer Sector Adviser

    We were in need of an adviser who could provide a wide spectrum of advice for managing our portfolio. We met Anthony on several occasions to understand his breadth of experience, and we were very impressed. Anthony's team took the reins in consolidating and rationalising our portfolio. We are very pleased with Anthony's service and we look forward to a long-lasting relationship with him.

    Atul and Nita, London

    IT Consultant & Accountant

    Anthony O’Connor has advised me over several years about pensions and general financial planning.  I have found him knowledgeable, supportive and a person who provides good solutions . He has a “can do “ approach and makes things happen.  I have recommended him to a number of friends and they are all happy with his support and advice  He is always good humoured which is a good quality when planning ones financial affairs.

    Geoffrey Smith, Manchester


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